dashboiard sheet export
parent
41f46c2c39
commit
ded1b9053d
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@ -346,9 +346,10 @@ class FormData(SQLModel, table=True):
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async def fetch_form_data(
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cls, session: AsyncSession, *, sheet=None, search=None,
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processing_state=None, is_duplicate=None, has_linkedin=None,
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has_resume=None, city=None, no_suggestions=None, inbox_filter=None, offset=0, limit=None,
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has_resume=None, city=None, no_suggestions=None, inbox_filter=None,
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offset=0, limit=None,
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):
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statement = select(cls).order_by(cls.sheet, cls.row_number)
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statement = select(cls).order_by(cls.created_at.desc(), cls.id.desc())
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for clause in cls._filters(
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sheet=sheet, search=search,
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processing_state=processing_state, is_duplicate=is_duplicate,
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@ -360,7 +361,6 @@ class FormData(SQLModel, table=True):
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statement = statement.offset(offset)
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if limit is not None:
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statement = statement.limit(limit)
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statement = statement.order_by(cls.row_number)
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result = await session.execute(statement)
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return result.scalars().all()
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@ -1078,9 +1078,8 @@ class Inbox_Messages(SQLModel, table=True):
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async def get_inbox_messages(
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cls, session: AsyncSession, top: int | None, skip: int, search: str | None, isread: bool=True, application_status: Candidate_application_Status=Candidate_application_Status.CLOSED, assigned: bool | None=None, is_duplicate: bool | None=None, no_suggestions: bool | None=None, processing_state: str | None=None, city=None, light: bool=False
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):
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statement = cls._apply_filters(
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select(cls).order_by(cls.message_received_time.desc(),cls.id.desc()),
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select(cls).order_by(cls.created_at.desc(), cls.id.desc()),
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search, isread, application_status, assigned, is_duplicate,
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no_suggestions, processing_state, city,
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)
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@ -61,6 +61,7 @@ def serialize_message(message: Inbox_Messages, *, linkedin_url=None) -> dict:
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"body": message.message_body,
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"when": message.message_received_time,
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"received": message.message_received_time,
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"created_at": message.created_at.isoformat() if message.created_at else None,
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"unread": not message.message_read,
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"attachment": message.attachment,
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"attachment_name": attachment_name,
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@ -120,6 +121,7 @@ def serialize_application(message: Inbox_Messages, *, linkedin_url=None, light:
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"position": message.message_subject,
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"source": message.message_to,
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"received": message.message_received_time,
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"created_at": message.created_at.isoformat() if message.created_at else None,
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"unread": not message.message_read,
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"processing": processing,
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"application_status": message.application_status,
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@ -105,10 +105,22 @@ function fmtWhen(iso) {
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return fmtShort(iso) || '—'
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}
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function starvingCountOf(jobs) {
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return asList(jobs).filter((r) => r.requisition_status === 'open' && !r.count).length
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const PERIOD_SHEET_NAMES = {
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week: 'Weekly',
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month: 'Monthly',
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quarter: 'Quarterly',
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year: 'Yearly',
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}
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const PERIOD_METRICS = [
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{ label: 'Open Jobs', key: 'open_jobs' },
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{ label: 'Applications', key: 'total_candidates' },
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{ label: 'Hires', key: 'hires' },
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{ label: 'Offers Sent', key: 'offers_sent' },
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{ label: 'Offers Accepted', key: 'offers_accepted' },
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{ label: 'Cost per Hire', key: 'cost_per_hire', round: true },
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]
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function kpiValue(kpis, key, { round = false } = {}) {
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if (!kpis || kpis[key] == null || kpis[key] === '') return ''
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const n = Number(kpis[key])
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@ -116,248 +128,42 @@ function kpiValue(kpis, key, { round = false } = {}) {
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return round ? Math.round(n) : n
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}
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function kpiChange(kpis, key, priorKey, kind) {
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if (!kpis) return ''
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const text = kind === 'days'
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? dayDelta(kpis[key], kpis[priorKey])
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: pctDelta(kpis[key], kpis[priorKey])
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return text || ''
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}
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async function settle(promise) {
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try {
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return await promise
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} catch {
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return null
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}
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}
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const KPI_EXPORT_ROWS = [
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{ label: 'Open Jobs', key: 'open_jobs', prior: 'open_jobs_prior', delta: 'pct' },
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{ label: 'Applications', key: 'total_candidates', prior: 'total_candidates_prior', delta: 'pct' },
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{ label: 'Hires', key: 'hires', prior: 'hires_prior', delta: 'pct' },
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{ label: 'Offers Sent', key: 'offers_sent', prior: 'offers_sent_prior', delta: 'pct' },
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{ label: 'Offers Accepted', key: 'offers_accepted', prior: 'offers_accepted_prior', delta: 'pct' },
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{ label: 'Interviews Today', key: 'interviews_today' },
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{ label: 'Interviews Upcoming', key: 'interviews_upcoming' },
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{ label: 'Time to Hire (days)', key: 'time_to_hire', prior: 'time_to_hire_prior', delta: 'days', round: true },
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{ label: 'Cost per Hire', key: 'cost_per_hire', prior: 'cost_per_hire_prior', delta: 'pct', round: true },
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]
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async function fetchRangeSnapshot(rangeKey, department) {
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const span = rangeWindow(rangeKey)
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const filters = { ...span, department: department || undefined }
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const [kpisRes, jobsRes, funnelRes] = await Promise.all([
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analyticsApi.kpis(filters),
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analyticsApi.applicationsPerJob({ top: JOBS_FETCHED, ...filters }),
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analyticsApi.funnel(filters),
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])
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const kpisRes = await analyticsApi.kpis({
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...span,
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department: department || undefined,
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})
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return {
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key: rangeKey,
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label: rangeLabel(rangeKey),
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fromDate: span.fromDate,
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toDate: span.toDate,
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kpis: asObject(kpisRes?.data),
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jobs: asList(jobsRes?.data),
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funnel: asList(funnelRes?.data),
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}
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}
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function buildDashboardSheets({
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department,
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snapshots,
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offers,
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inboxCounts,
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activity,
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trend,
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exportedAt,
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}) {
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function buildPeriodSheets({ department, snapshots, exportedAt }) {
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const deptLabel = department || 'All Departments'
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const stamp = fmtDate(exportedAt) || exportedAt.toISOString().slice(0, 10)
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const windowNote = `Week / Month / Quarter / Year · ${deptLabel} · exported ${stamp}`
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const periodCols = RANGES.flatMap((r) => ([
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{ header: r.label, key: r.key, width: 12 },
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{ header: `${r.label} vs prior`, key: `${r.key}_delta`, width: 16 },
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]))
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const overview = {
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name: 'Overview',
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title: 'Dashboard Export',
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subtitle: windowNote,
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columns: [
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{ header: 'Field', key: 'field', width: 28 },
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{ header: 'Value', key: 'value', width: 48 },
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],
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rows: [
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{ field: 'Exported at', value: stamp },
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{ field: 'Department', value: deptLabel },
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...snapshots.map((s) => ({
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field: `${s.label} window`,
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value: `${fmtDate(s.fromDate) || s.fromDate} – ${fmtDate(s.toDate) || s.toDate}`,
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const columns = [
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{ header: 'Metric', key: 'metric', width: 22 },
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{ header: 'Value', key: 'value', width: 16 },
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]
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return snapshots.map((s) => {
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const name = PERIOD_SHEET_NAMES[s.key] || s.key
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const from = fmtDate(s.fromDate) || s.fromDate
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const to = fmtDate(s.toDate) || s.toDate
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return {
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name,
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title: name,
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subtitle: `${from} – ${to} · ${deptLabel} · exported ${stamp}`,
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columns,
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rows: PERIOD_METRICS.map((spec) => ({
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metric: spec.label,
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value: kpiValue(s.kpis, spec.key, { round: spec.round }),
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})),
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],
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}
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const kpis = {
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name: 'KPIs',
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title: 'Dashboard KPIs',
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subtitle: `Headline tiles across every window · ${windowNote}`,
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columns: [
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{ header: 'Metric', key: 'metric', width: 28 },
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...periodCols,
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],
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rows: [
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...KPI_EXPORT_ROWS.map((spec) => {
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const row = { metric: spec.label }
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for (const s of snapshots) {
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row[s.key] = kpiValue(s.kpis, spec.key, { round: spec.round })
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row[`${s.key}_delta`] = spec.prior
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? kpiChange(s.kpis, spec.key, spec.prior, spec.delta)
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: ''
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}
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return row
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}),
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(() => {
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const row = { metric: 'Open jobs with no applications' }
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for (const s of snapshots) {
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row[s.key] = starvingCountOf(s.jobs)
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row[`${s.key}_delta`] = ''
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}
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return row
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})(),
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],
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}
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const jobRows = snapshots.flatMap((s) => (
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asList(s.jobs).map((j) => ({
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period: s.label,
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title: j.title || '',
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department: j.department || '',
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status: jobsApi.REQ_STATUS_LABEL[j.requisition_status] || j.requisition_status || '',
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vacancies: j.vacancies ?? '',
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applications: j.count ?? 0,
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}))
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))
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const jobs = {
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name: 'Applications per Job',
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title: 'Applications per Job',
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subtitle: `Same source as the dashboard hero · ${windowNote}`,
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columns: [
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{ header: 'Period', key: 'period', width: 12 },
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{ header: 'Job Title', key: 'title', width: 36 },
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{ header: 'Department', key: 'department', width: 22 },
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{ header: 'Status', key: 'status', width: 14 },
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{ header: 'Vacancies', key: 'vacancies', width: 12 },
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{ header: 'Applications', key: 'applications', width: 14 },
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],
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rows: jobRows,
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}
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const pipelineRows = snapshots.flatMap((s) => {
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const rows = analyticsApi.toBoardStageRows(s.funnel, { includeRejected: true })
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const total = rows.reduce((sum, r) => sum + r.count, 0)
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return rows.map((r) => ({
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period: s.label,
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stage: r.stage,
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count: r.count,
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share: total ? `${Math.round((r.count / total) * 100)}%` : '0%',
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}))
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})
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const pipeline = {
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name: 'Pipeline',
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title: 'Candidate Pipeline',
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subtitle: `Active by stage · ${windowNote}`,
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columns: [
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{ header: 'Period', key: 'period', width: 12 },
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{ header: 'Stage', key: 'stage', width: 16 },
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{ header: 'Count', key: 'count', width: 12 },
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{ header: 'Share', key: 'share', width: 12 },
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],
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rows: pipelineRows,
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}
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const offerCounts = Object.fromEntries(offersApi.OFFER_STATUSES.map((s) => [s, 0]))
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for (const o of asList(offers)) {
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if (o.status in offerCounts) offerCounts[o.status] += 1
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}
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const offerBook = {
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name: 'Offer Book',
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title: 'Offer Book',
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subtitle: `All offers by status · point-in-time · exported ${stamp}`,
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columns: [
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{ header: 'Status', key: 'status', width: 18 },
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{ header: 'Count', key: 'count', width: 12 },
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],
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rows: offers == null
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? [{ status: 'Offers not visible', count: '' }]
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: offersApi.OFFER_STATUSES.map((s) => ({
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status: offersApi.OFFER_STATUS_LABEL[s],
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count: offerCounts[s],
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})),
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}
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const counts = inboxCounts ?? {}
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const attention = {
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name: 'Needs Attention',
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title: 'Needs Attention',
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subtitle: `Work queued right now · exported ${stamp}`,
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columns: [
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{ header: 'Item', key: 'item', width: 36 },
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{ header: 'Count', key: 'count', width: 12 },
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{ header: 'Scope', key: 'scope', width: 22 },
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],
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rows: [
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{ item: 'Unread applications', count: counts.unread ?? '', scope: 'Now' },
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{ item: 'Not assigned to a job', count: counts.unassigned ?? '', scope: 'Now' },
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{ item: 'Flagged duplicates', count: counts.duplicates ?? '', scope: 'Now' },
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...snapshots.map((s) => ({
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item: 'Open jobs with no applications',
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count: starvingCountOf(s.jobs),
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scope: s.label,
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})),
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],
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}
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const activitySheet = {
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name: 'Recent Activity',
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title: 'Recent Activity',
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subtitle: `Latest across the org · exported ${stamp}`,
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columns: [
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{ header: 'When', key: 'when', width: 18 },
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{ header: 'Type', key: 'type', width: 22 },
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{ header: 'Actor', key: 'actor', width: 22 },
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{ header: 'Status', key: 'status', width: 16 },
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{ header: 'Description', key: 'description', width: 48 },
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],
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rows: asList(activity).map((a) => ({
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when: fmtWhen(a.activity_date),
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type: a.activity_type || 'Activity',
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actor: a.actor_name || '',
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status: a.activity_status || '',
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description: a.description || '',
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})),
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}
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const labels = asList(trend?.labels)
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const trendSheet = {
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name: 'Hiring Trend',
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title: 'Hiring Trend',
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subtitle: `Last ${TREND_MONTHS} months · sparkline source · exported ${stamp}`,
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columns: [
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{ header: 'Month', key: 'month', width: 16 },
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{ header: 'Applications', key: 'applications', width: 14 },
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{ header: 'Hires', key: 'hires', width: 12 },
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],
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rows: labels.map((month, i) => ({
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month,
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applications: asList(trend?.applications)[i] ?? 0,
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hires: asList(trend?.hires)[i] ?? 0,
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})),
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}
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return [overview, kpis, jobs, pipeline, offerBook, attention, activitySheet, trendSheet]
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}
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function ListGate({ query, title, permission, children, emptyTitle, emptyHint }) {
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@ -617,23 +423,15 @@ function DashboardHome() {
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if (exporting) return
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setExporting(true)
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try {
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const [snapshots, offersRes, inboxCounts, activityRes, trendRes] = await Promise.all([
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Promise.all(RANGES.map((r) => fetchRangeSnapshot(r.key, department))),
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settle(offersApi.list({ top: 500 })),
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settle(inboxApi.fetchCounts()),
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settle(activityApi.feed({ top: 8 })),
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settle(analyticsApi.hiringTrend({ months: TREND_MONTHS })),
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])
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const snapshots = await Promise.all(
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RANGES.map((r) => fetchRangeSnapshot(r.key, department)),
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)
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const deptSlug = (department || 'all').toLowerCase().replace(/[^a-z0-9]+/g, '-').replace(/^-+|-+$/g, '') || 'all'
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await exportStyledWorkbook({
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filename: `dashboard-${deptSlug}-${new Date().toISOString().slice(0, 10)}`,
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sheets: buildDashboardSheets({
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sheets: buildPeriodSheets({
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department,
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snapshots,
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offers: offersRes == null ? null : asList(offersRes?.data),
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inboxCounts,
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activity: asList(activityRes?.data),
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trend: asObject(trendRes?.data) || { labels: [], applications: [], hires: [] },
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exportedAt: new Date(),
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}),
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})
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@ -315,6 +315,7 @@ function mapFormRow(row) {
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position: row.position_applied_for || '—',
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...FORM_LIST_SOURCE,
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received: formReceivedAt(row.entry_date, row.entry_time, rawFormTimestamp(row)),
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createdAt: parseGraphDate(row.created_at),
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screenedBy: row.screened_by || '',
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hrComments: row.hr_comments || '',
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gender: row.gender || '',
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@ -464,6 +465,7 @@ async function fetchMessageDetail(recordId) {
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position: row.subject || '(no subject)',
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...sourceFrom(row.message_to),
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received: parseGraphDate(row.when) ?? parseGraphDate(row.message_sent_time),
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createdAt: parseGraphDate(row.created_at),
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unread: Boolean(row.unread),
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processing: row.unread ? 'Unread' : 'Read',
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resumeStatus: RESUME_STATUS[row.match_status] ?? 'Pending',
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@ -521,6 +523,7 @@ async function fetchApplications(params) {
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position: row.position || '(no subject)',
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...sourceFrom(row.source),
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received: parseGraphDate(row.received),
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createdAt: parseGraphDate(row.created_at),
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unread: Boolean(row.unread),
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processing: row.processing || 'Unread',
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processingState: row.processing_state || null,
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@ -898,7 +901,12 @@ function BulkReadBar({ rows, selection, onSetRead, onSetAllRead, busy, canEdit,
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* Both files are mid-edit elsewhere, so this is deliberately a local copy rather
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* than a refactor of theirs.)
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*/
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/** Junk location tokens — hide from the dropdown, not from the list query. */
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const HIDDEN_LOCATION = /^(KA|KAR|KARA|WAH)$/i
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function InboxFilters({ filters, cities, showLinkFilters, active, open, onToggle, onChange, onClear }) {
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const locations = (cities || []).filter((name) => !HIDDEN_LOCATION.test(String(name).trim()))
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const locationOk = filters.location && !HIDDEN_LOCATION.test(String(filters.location).trim())
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return (
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<div className="inbox-filters">
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<button
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||||
|
|
@ -924,10 +932,10 @@ function InboxFilters({ filters, cities, showLinkFilters, active, open, onToggle
|
|||
onChange={(e) => onChange('location', e.target.value)}
|
||||
>
|
||||
<option value="">Any</option>
|
||||
{filters.location && !cities.includes(filters.location) && (
|
||||
{locationOk && !locations.includes(filters.location) && (
|
||||
<option value={filters.location}>{filters.location}</option>
|
||||
)}
|
||||
{cities.map((name) => (
|
||||
{locations.map((name) => (
|
||||
<option key={name} value={name}>{name}</option>
|
||||
))}
|
||||
</select>
|
||||
|
|
@ -1069,9 +1077,9 @@ export default function Inbox() {
|
|||
}, [deepOpen, deepKind, setSearchParams])
|
||||
|
||||
const isForms = channel === 'forms'
|
||||
// Combined channel: each source is fetched with the UI page size, then
|
||||
// merged newest-first. Per-source pages are not a perfect global timeline,
|
||||
// but omitting limit dumped the whole form_data table on open.
|
||||
// Combined channel: email and form lists both arrive newest created_at
|
||||
// first; the merge uses that same clock so a June form cannot sit above a
|
||||
// later email just because it was on the first sheet page.
|
||||
const isAllChannel = channel === 'all'
|
||||
const channelTabs = isForms || isAllChannel ? FORM_TABS : TABS
|
||||
const pageLimit = pageSize === 'all' ? undefined : pageSize
|
||||
|
|
@ -1211,14 +1219,17 @@ export default function Inbox() {
|
|||
}
|
||||
}, [isForms, formSheetsQuery.data, formSheet])
|
||||
|
||||
// All channel: one page from each source, merged newest-first.
|
||||
// All channel: one page from each source, newest created_at first, then merged.
|
||||
const mergedRows = useMemo(() => {
|
||||
if (!isAllChannel) return null
|
||||
const emails = Array.isArray(applicationsQuery.data?.rows) ? applicationsQuery.data.rows : []
|
||||
const forms = Array.isArray(formQuery.data?.rows) ? formQuery.data.rows : []
|
||||
return [...emails, ...forms].sort(
|
||||
(a, b) => (b.received?.getTime() ?? 0) - (a.received?.getTime() ?? 0),
|
||||
)
|
||||
const when = (row) => {
|
||||
const d = row.createdAt || row.received
|
||||
const t = d instanceof Date ? d.getTime() : NaN
|
||||
return Number.isFinite(t) ? t : 0
|
||||
}
|
||||
return [...emails, ...forms].sort((a, b) => when(b) - when(a))
|
||||
}, [isAllChannel, applicationsQuery.data, formQuery.data])
|
||||
|
||||
const activeQuery = isAllChannel
|
||||
|
|
|
|||
Loading…
Reference in New Issue